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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
51
Ifrah Financial Services
Arkansas
$8.84M +$193K +3,855 +2%
BBHBI
52
B, B, H, & B Inc
Alabama
$8.8M +$201K +4,014 +2%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$8.32M -$189K -3,785 -2%
William Blair & Company
54
William Blair & Company
Illinois
$8.31M +$8.29M +165,704 +23,079%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$8.11M -$1.98M -39,600 -20%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$7.29M -$683K -13,661 -9%
WPC
57
White Pine Capital
Minnesota
$7.16M -$535K -10,697 -7%
WWM
58
Windsor Wealth Management
Indiana
$7.04M +$744K +14,867 +12%
T
59
TCWP
Ohio
$6.88M +$6.9M +137,857 New
Stifel Financial
60
Stifel Financial
Missouri
$6.83M -$870K -17,400 -11%
VHAM
61
Van Hulzen Asset Management
California
$6.75M +$2.66M +53,164 +65%
UCFA
62
United Capital Financial Advisors
Texas
$6.68M -$1.29M -25,718 -16%
NWA
63
Navis Wealth Advisors
New York
$6.65M -$272K -5,438 -4%
JP Morgan Chase
64
JP Morgan Chase
New York
$6.58M -$1.98M -39,524 -23%
BAM
65
Belpointe Asset Management
Nevada
$6.57M +$1.37M +27,459 +26%
OC
66
Oppenheimer & Co
New York
$6.33M -$61.9K -1,237 -1%
ASN
67
Advisory Services Network
Georgia
$6.26M +$3.6M +72,001 +135%
AO
68
Advisor OS
Illinois
$6.03M +$6.04M +120,726 New
VFA
69
Values First Advisors
Tennessee
$5.98M +$925K +18,488 +18%
HighTower Advisors
70
HighTower Advisors
Illinois
$5.97M +$540K +10,792 +10%
OPCM
71
Osborne Partners Capital Management
California
$5.9M +$408K +8,150 +7%
TTSTC
72
Texas Treasury Safekeeping Trust Company
Texas
$5.71M
PCMU
73
Paragon Capital Management (Utah)
Utah
$5.69M +$5.7M +113,973 New
LOPW
74
Live Oak Private Wealth
North Carolina
$5.49M +$316K +6,308 +6%
EWA
75
Exencial Wealth Advisors
Oklahoma
$5.31M +$1.11M +22,120 +26%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.